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Components of the Billing platform
On the Billing platform, you have direct insight into your financial data. The additional ERP integration gives you a 360-degree view of what is happening in your organisation.
Billing
- Automatic generation of invoices in PDF format, based on product type and language or location settings
- Assigning invoices to a specific month for revenue allocation
- Invoice reminders are automated
Subscription management
- Subscription licences can be sold from Opportunities with different interval conditions.
- Error-free and automated subscription administration with subscription rules as a subobject
- Real-time insight into monthly recurring revenue attributable to different revenue streams
Automated payment collection
- Our Payment Collection App connects Salesforce and Stripe
- Managing payment methods (credit cards, direct debits, PayPal) directly within Salesforce
- Direct debit of payments for outstanding invoices via the customer's preferred method of payment
Your entire financial process in one overview
The Billing Platform is an automated solution that streamlines the entire billing process: from automatic invoice generation and periodic revenue allocation to advanced subscription management and smooth-running payment collection.
With draft invoices for future periods, you maintain insight into deferred revenue and minimise the risk of missed invoices. Once an invoice is due, the platform automatically sends payment reminders and monitors credit limits, leading to less manual work, clear outstanding items and improved cash flow.
Language and location settings are taken into account for targeted, personalised invoices. A ‘closed-won’ Opportunity automatically turns into a subscription, including flexible subscription structures, periodic billing and real-time visibility into recurring revenue.
Through integration with payment providers like Stripe, invoices are automatically collected via the method of your choice. The Billing Platform can be seamlessly linked to ERP systems such as Exact Online and Microsoft Dynamics, so that customer, revenue and invoice data are easily synchronised and enriched.
In this way, the Billing Platform provides one central solution for all billing and subscription processes, allowing organisations to optimise their financial administration, better predict their turnover and have more time for growth.
Theo van der Steen – Underlined
COO
Michael Charnley – Parkbee
Manager
Marcel Geurtse – MYbusinessmedia
ControllerOur modules tailored to your financial process
- Subscription Selling
- Subscription Management
- Automated invoice generation based on workflow rules
- Automated accounts receivable management
- Derived Revenu
- Direct Debit / Creditcard
- ERP Integration
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Frequently asked questions
Do you still have questions about our Billing module? Then take a look at our frequently asked questions. If your question is not among them, please contact our specialists. We will gladly help you!
What features are available when I start Invoicing from Salesforce?
We offer several features to streamline and automate your invoicing processes:
- Automatic PDF Invoice Generation: Create and send PDF invoices using
customizable templates tailored to different client administrations. - Revenue Allocation by Month: Assign revenue to specific months using invoice line
start and end dates, enabling accurate forecasting and eliminating risks associated
with manual invoicing. - Automated Invoice Reminders: Automatically send reminders for unpaid invoices
past their due date. - Language Detection: Generate invoices based on the language or locale of the
client. - Subscription Management: Automate subscription invoicing based on interval terms
and ensure accurate revenue tracking. - Automated Payment Collection: Integrate Salesforce with Stripe for seamless
payment processing.
How does the automatic PDF invoice generation work?
Using invoice templates aligned with client-specific administrations, invoices are
automatically generated in PDF format. After template creation, we configure a workflow that:
- Automatically generates invoices.
- Sends invoices to clients based on predefined rules.
Can I allocate revenue to specific months even if the invoice date differs?
Yes. By including start and end dates in the invoice lines, we enable revenue recognition for
specific periods. Invoices can be created for the entire contract period in advance in a “concept” status. Once the invoice date arrives, the system activates the invoice
automatically. This method supports:
- Accurate forecasting of delayed revenue.
- Prevention of missed invoices.
What is the automated invoice reminder system?
If your invoice process is managed through Salesforce, you can enable automated reminders
for unpaid invoices. This system:
- Sends reminder emails on specified dates after the due date.
- Reduces manual follow-up on unpaid invoices.
- Provides an overview of outstanding amounts linked to account credit limits.
How does language detection work for invoices?
Invoices are generated based on:
- The type of products sold.
- The language or locale settings of the account.
An automated flow manages this process to ensure accuracy and efficiency.
How does subscription management work?
Subscription licenses are managed automatically:
- When a deal is marked as “closed-won”, the subscription is activated in Salesforce.
- Subscriptions record duration, interval terms (monthly/quarterly/annually), and total
amounts. - Active subscriptions automatically generate invoices at each interval date, even if the
subscription doesn’t start on the first of the month. - Subscription lines allow upgrades/downgrades and support dynamic pricing
adjustments.
This automation ensures seamless subscription administration and provides real-time insight
into monthly recurring revenue.
How does the automated payment collection process work?
The Payment Collection App integrates Salesforce with Stripe to automate payment
handling:
- Store and manage payment methods (credit cards, direct debits, PayPal) securely in
Salesforce. - Automatically collect payments for outstanding invoices using the customer’s
preferred method.
Can I connect with my ERP?
Yes, we offer different integrations with Financial Systems like Exact Online, Unit4 Multivers and Microsoft Dynamics. Ask us for the different options.
What reporting capabilities are included?
Reports and dashboards are configured to provide insights into:
- Payment intents and their outcomes.
- Subscriptions lacking active payment methods.
- Overall performance of payment collection and invoicing processes.
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